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Investment account overview with daily changes

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Len

08 Jul, 2009 09:23 PM

One of the things I liked about MSMoney and Quicken investments is the MSMoney Portfolio Manager overview page. ON it, I could see all the investment accounts with number of share, purchase price (average), today's price, sales price changes (daily) and cost change. I'd really like to see something similar in Moneydance.

1. 1 Posted by Richard on 21 Jul, 2009 10:58 PM

   

   I'd like to second Len's comment. This would be a great feature to add.

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2. 2 Posted by Jessica Little on 25 Jul, 2009 03:55 PM

   

   Thanks for your suggestion. There's a request for this feature in our issue tracker right now, which you can view at http://moneydance.com/trac/ticket/450. If you'd like to see this prioritized, you can create a trac account and vote for this issue. The more votes your request gets, the faster we'll get to it.

   Jessica

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3. 3 Posted by pjanslow on 28 Aug, 2009 04:35 PM

   

   I too am used to the portfolio information shown in MS Money. I would like to see a tracking function in Moneydance.
   Please excuse my ignorance but when I view the help files they say that you can change the views on investments but I cant find how you do this ! All I see is the security name; the current price and the number of shares how can I see an overview of total value ie number of shares x value and history can someone help.

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4. 4 Posted by Ben Spencer on 29 Aug, 2009 05:38 PM

   

   Hi Phil

   I believe the help doc is refering to the three modes with which you ca interact with an investment account. There are "Portfolio View", "Register" and "Security Detail". These are accesed by clicking on the three green buttons in the top middle of the screen when looking at an investment account.

   Ben

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5. 5 Posted by Raimund Buchhol... on 29 Aug, 2009 06:44 PM

   

   parts of the wanted functionality might be found in a third party extension called portfolio allocation
   http://code.google.com/p/moneydance-portfolioallocation/
   

   a more complete list of extension:
   http://help.infinitekind.com/faqs/frequently-asked-questions-2/list...
   

   Raimund

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6. 6 Posted by avp2 on 04 Sep, 2009 03:22 AM

   

   Porfolio allocation is a good step in this direction. However, it takes a bit of effort to get working in Power PC OS X (in 10.4. with APPLE's developer release JSE6). I posted a brief note on the extension's Google code page doing it.

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7. 7 Posted by Stork on 07 Oct, 2009 06:49 PM

   

   I'd like to see this too, along with a little more analysis of performance. I'm used to the MS Money portfolio view which was customisable and had many different columns available. I particularly liked to be able to see the amount of unrealised gain/loss (helps with Capital Gains tax planning) as well as the annualised % return (to help keep track of how the investment and/or investment account is performing).

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8. Angie Rauscher closed this discussion on 24 Jul, 2011 07:00 PM.